Forecasting for monthly targets vs YTD vs Annual

[Darcie_Tanner1]

Hi all,

I think I'm close, but I just can't workout how to get the forecasting base I'm building to show Monthly sales vs Monthly Forecasts when I want to track them across an additional split out by stream.

I have this Monthly table linked to the projects table, but only solution I can see next is to pull in Each Stream's target as a look up field regardless if it's relevant to that project. 

Monthly Forecasting

Project Table

I'm also trying to see if I can get it to work visually instead using the Chart Extension, so any advice there also welcome.

And please - if this isn't clear enough - do ask questions! Any help greatly appreciated!

[TheTimeSavingCo]

Hm, could you provide an example of how you'd like your data to look in an ideal scenario? 

[Darcie_Tanner1]

@TheTimeSavingCo Thanks again for your help! I would ideally have something like this - but for each month....